PROS & CONS

That you pay per client rather than per clinician. We have full-time, part-time, and part-part time staff so it doesn't make sense to pay per staff member.

What aspects are problematic or could work better?

Everything is a bit clunky... I wish calendar/appt/notes were all linked so that I didn't have to go to different tabs for different things.

sometimes hard to find the treatment plan unless you are in a note. group notes very clunky and for some reason groups don't show up on your calendar on the phone app. If you do a group note, all group member's names show up on the doc (hippa problem if required to send someone's notes for one client) If you have personal appts, you can't edit them on your phone b/c they are not attached to a client. editing recurring appts is difficult and you have to be on the main website. finally- no way to create forms using fields.... This was one of the main reasons I wanted computer software. By maintaining dates and creating tx plans, I was hoping I could create a template that automatically filled in the relevant information for a Monthly Treatment report (dates of service, if they missed/kept/no show/late cancel).... treatment goals, and demo infor. When I do run reports, the full name comes up in one field making it difficult to sort by last name; does not give "reason" when appt. not kept even though there is a field for it. If we are trying to run staff reports on productivity and income they bring to clinic, the report sends the group income to the individual treatment provider rather than the group facilitator. if you have contracts and collaterals you are required to consult with (e.g. probation officers), you just have to put them as an "other" collateral. so more difficult to track contacts.

What features/services would you like to see in future
versions of this
product?

see what I don't like.

What specific problems in your company were solved by
this product?

Getting closer to no-paper documentation. one place for everything. billing function.

Are you a current user of this product?

Yes

USER DETAILS

What is your role with this product?

I made the decision to purchase it

How long have you been using this product?

1-3 years

COMPANY DETAILS

What is your company size?

1-10 Employees

USAGE & IMPLEMENTATION

Did your company use a different software before this
one?

yes

What software did you use before?

pma

Why did you decide to change it?

pma no longer being updated or supported.

Are you satisfied with the change?

mostly

How did your company implement this product?

in the cloud

How long did it take to set up this product?

less than 1 day

How many people in your company actively use this
product?

most employees

What is the primary use of this product in your
company?

mostly B2C

PRICING & COSTS

What was the cost of implementing this
product?

unknown

What is your total annual cost for using this
product?

$1500

How long is your contract with the vendor?

Unlimited

Did you get any discount for this product? How
much?

no

FEATURE DETAILS

No information provided by the reviewer.

Author

Cynthia Rinker

Verified user

Pro review

Total score: Published on: September 22, 2017 Company Size: 1-10 Employees Industry: N/A